09-06-2018, 10:41 PM
https://www.extremetech.com/computing/27...rices-rise
Quote:There are a variety of factors that could be in play here. Intel ran out of H310 chipsets after launching them on a 14nm process earlier this year (previous chipsets were built on 22nm). Transitioning its chipset business to 14nm is part of Intel’s regular strategy to move its non-CPU hardware to older process nodes and keep fab utilization high, but it may have put more pressure on the company’s foundries thanks to — you guessed it — the delays to 10nm.
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That’s the downside to missing your roadmap when the roadmaps are drawn up 3-5 years in advance. There’s no way to untangle the impacts of that miss from the knock-on effects they cause down the chain. Delaying 10nm hurts EUV deployment. It also puts at least some degree of increased pressure on Intel’s fabs, which should be fully converted to 10nm by now and instead are continuing to build out on 14nm while fixing 10.
Keep all this in mind when considering the 9th Generation Core CPUs after they launch. Practical availability matters more than formal MSRP statements, and we’ll be considering the launch from that perspective as well when the day arrives. As for Intel’s availability crunch, it could cause some short-term sales loss to AMD in the retail channel, but Intel will presumably prioritize the most profitable orders and customers it has to keep cash flowing — and with an expected $70B in yearly sales this year, there’s plenty of cash in the pipeline.